MFC
Morris Financial Concepts’s Dimensional Global Real Estate ETF DFGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
55,836
+5,973
| +12% | +$160K | 0.59% | 31 |
|
|
2025
Q1 | $1.31M | Buy |
49,863
+1,769
| +4% | +$46.5K | 0.55% | 32 |
|
|
2024
Q4 | $1.23M | Buy |
48,094
+6,734
| +16% | +$172K | 0.53% | 33 |
|
|
2024
Q3 | $1.19M | Buy |
41,360
+2,568
| +7% | +$74.1K | 0.51% | 38 |
|
|
2024
Q2 | $969K | Buy |
38,792
+10,724
| +38% | +$268K | 0.46% | 36 |
|
|
2024
Q1 | $717K | Buy |
28,068
+16,956
| +153% | +$433K | 0.37% | 43 |
|
|
2023
Q4 | $289K | Buy |
11,112
+4,792
| +76% | +$124K | 0.16% | 76 |
|
|
2023
Q3 | $142K | Buy |
6,320
+1,536
| +32% | +$34.4K | 0.09% | 91 |
|
|
2023
Q2 | $117K | Buy |
4,784
+2,642
| +123% | +$64.4K | 0.08% | 92 |
|
|
2023
Q1 | $52.6K | Buy |
2,142
+1,266
| +145% | +$31.1K | 0.04% | 106 |
|
|
2022
Q4 | $21.4K | Buy |
+876
| New | +$21.4K | 0.02% | 108 |
|